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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,295 | $129,737-78.2% | $119,126-76.2% | $154,746-81.7% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 17.89% | 379.08%-361.2pp | 282.11%-264.2pp | 172.34%-154.4pp |
| Employer contribution / active EE | $1,567 | $4,375-64.2% | $4,034-61.2% | $4,379-64.2% |
| Participant deferral / active EE | $1,567 | $5,842-73.2% | $5,318-70.5% | $6,730-76.7% |
| Admin fee / account holder | $8,780 | $11,961-26.6% | $10,693-17.9% | $14,365-38.9% |